Sticks, carrots & staying sane
An approach to standards advocacy in large organisations
Short paper for OZeWAI 2005
Who is this guy?
- Web Standards Developer for Griffith University (http://www.griffith.edu.au/)
- Working at Griffith for five years
- Seen the corporate homepage go from tag soup to valid XHTML (frameset aside)
- Griffith still has a long way to go but we're on track
Notes
[Meta note: I did not read all of this out!]
At the risk of looking like an egomaniac, I'll briefly talk about myself so you know where I'm coming from!
- Web Standards Developer on the Griffith University corporate web team.
- My role includes drafting policy, setting standards, performing site/product evaluations and providing other standards advice to other teams within Griffith.
- I coordinate a knowledge sharing group called the Systems Design and Development Community of Practice which is not dissimilar to WSG.
- I am also on the Division of Information Services Equity Committee.
- BA (Journalism & Philosophy)... so, I have a communications background.
- Worked as a copywriter before moving into web development.
- I taught myself extremely bad HTML back in 1996, posted my first rant about bad web design within two years, did my first paid web work in 1999 and went full time at Griffith in 2000.
- In my spare time, for fun, I do websites. Apparently I need help :)
Griffith
- Has had a centralised web presence since early 1998
- In our 2001 redevelopment we pushed to a CSS/table hybrid design
- In 2002-2003 we went to a full CSS design for all pages we control
- Framesets aren't valid since valid framesets don't render properly
...not just a disembodied voice!
Topics
- A five-stage process for winning an organisation over
- The groups you need to convince & how to pitch standards to them
- Staying sane
- General observations
- Recap & Questions
Notes
This presentation draws on my experiences at Griffith over the past five years; together with the benefit of swapping battle stories with other standards advocates.
All of this is strictly IMHO. YMMV and other acronyms. But I do believe it.
"Standards"
For this presentation, consider "standards" to be shorthand for all of the things we hold dear:
- Accessibility
- Technical standards
- Usability
- Methodology
- ...etc!
Notes
For this presentation, "standards" is a shorthand term for a set of complementary guidelines and techniques.
The five stages
The stages of being an advocate in a large organisation:
- Lone voice in the wilderness
- A few lonely voices, a big stick and a bag of carrots
- A group of happy web bunnies
- Can't keep up with demand for carrots
- Can't remember where you left the stick
OK, so what on earth am I on about? :)
Stage 1
Lone voice in the wilderness
- Only one or a couple of people pushing standards and accessibility.
- You're probably "that standards guy/girl"
- Organisation often has little or no formal policy
- Can be a lonely stage - remember you're not alone!
Notes
- With luck you won't be the only person with an interest. In a large org, look to the following:
- Equity committee(s)
- Disability support services - most unis will have a dedicated section, even if it's small.
- Legal may know enough to add clout, although probably not.
- Organisation often has little or no formal policy in these areas; or it has enough to satisfy the lawyers but no real outcomes.
Stage 1 Goals
Get standards on the radar
- Work on the most sympathetic people first
- Get some managers on side
- Get some policy in place (or start the process)
- Policy gives you a mandate from on high, the big stick.
- Broadly but quietly open the topic in your organisation.
Notes:
- Firm up the support of the most sympathetic people first.
- You'll need a few key managers on your side so you can spend the time and resources on promoting standards. Also, any key decision makers will help.
- You need some form of policy to back up everything you recommend later. Accessibility may be law, but then it's also illegal to tape your favourite TV show. People will look to more immediate sources for instruction.
- Broadly but quietly open the topic in your organisation.
- Speak at group gatherings (even five minutes will do)
- Get items into newsletters/emails
- Whatever works in your organisation!
- If you can't speak to the group, then you'll have to find other ways of contacting the group. Perhaps get an email or newsletter article out there, run a lunchtime information session, whatever is available to you.
- In some organisations you might want to keep things quiet until the policy is in place - use your discretion.
- No matter what, this is not your Big Push just yet.
Stage 2
A few lonely voices, a big stick and a bag of carrots
- You are not the only person advocating standards
- Policy in place
- Armed with your carrots and sticks, go forth and advocate!
- You've probably made a few forays into spreading the knowledge.
- The organisation may have some sketchy ideas about operationalising policy.
Notes
- A few lonely voices: the small number who are motivated by pure standards enough to act as advocates
- The big stick: policy in place, making standards a requirement. It's what you can whack people with if you need to.
- The bag of carrots: all the benefits you can get from standards, even without caring one little bit about ethics. Carrots are what you can dangle in front of people to motivate them into action.
- You got standards on the radar in the previous step, now's the time to start really pushing the message.
Stage 2 Goals
You need a posse
- Win over the most motivated developers
- Start a knowledge sharing group
- Operationalise policy
Notes
- You need a posse - you need to increase from a tiny band to a large group.
- Win over the most motivated developers
- Show them the benefits of standards
- Start a knowledge sharing group
- at Griffith we have a "Community of Practice". it's informal, it's fun and it's productive like nobody's business.
- Operationalise the policy
- Get the procedural documentation in place - make the broad documents into specific guides.
Stage 3
A bunch of happy web bunnies
- Established core group who know what they're doing.
- Established policy and procedure
- The message is getting out there, although people may not be sure where to start.
- Beware of the comfort zone!
Notes
- At this stage you have a core group of people who are committed to some level, whether zealots or even if they're just a little keen.
- You have established policy and procedure, although you may still need tutorial-level information.
- It's easy to lose a bit of steam and sit back at this point. You've done some hard yards and you find yourself in a room full of people talking your language, but you're really only halfway there.
- You have to get good intentions to transition into actual results.
- Thankfully it's not just you anymore.
Stage 3 Goals
Infiltrate and take over
- Convince operational managers to adopt standards.
- Alternatively, convince their team and let them handle the manager.
- Get the message out there to test standards/accessibility claims vendors make about their products.
- Make standards expertise available - you're that standards guy, after all.
- Look for a standards exemplar
Notes
- You might not want to tackle the really hard cases at this stage. It's an old saying that you have to crawl before you walk; and it holds true here. You're probably going to be busy enough without getting into a really big fight!
- Exemplar:
something to really show off the benefits of standards.
- One thing I did was an in-house newsletter for my division. I did as clean a style as possible; then added a stylesheet switcher to visibly show the print version. People thought it was really cool.
- More recently we created a PHP-driven alternative to a crappy Flash-based site, both using the same XML backend. The client has just decommissioned the Flash site, having realised the sheer cost involved in updating the Flash versus the speed and near-zero cost of updating the PHP site.
- Depending on your organisation, you may still be maintaining Big Push mode through this stage.
Stage 4
Demand for carrots goes bezerk
- People are turning up at your desk asking for advice
- Developers are learning how to develop and test for standards
- Probably one team supplying expertise to all the others
- Standards are getting into requirements/Call For Tender documents
- ...and people are actually testing for compliance to those requirements!
- Get management to wield the big stick on the truly recalcitrant.
Notes
- At this stage, the mode goes from push to pull. You might get caught out when it happens :)
- A key pointer that you're in stage four is if you start getting asked for your input at the start of projects, not the end.
- You'll also get people wanting to know how to test something, instead of just asking you to test it.
Stage 4 Goals
Maintain the energy
- Keep things rolling, don't let the enthusiasm wane
- You have to tackle even the hardest issues at this stage
- Time to shoot for stricter standards?
- Most likely time to start working on content providers.
Notes
- Content providers: once you've got the techies onto standards, you'll have a better chance of getting better content from authors; or you can start putting requirements onto them.
- You need the techies to know what to do with it first, otherwise authors may not feel there's any point.
Stage 5
Where's the stick?
- Extensively enacted policy and procedure
- Standards and accessibility built into all levels of procedure
- Knowledge sharing methodology to maintain skill level of the organisation
- New people receive induction into best practice methodology
- End-to-end approach: from author to editor to publisher...
Notes
- The final stage is basically reached when people just don't think about it anymore.
- It just becomes part of the way people do things.
- To be honest, at this stage it could be seen as theoretical! I'm not sure any large organisation has reached this stage yet.
Stage 5 goals
Update regularly
- The ongoing work is to keep standards and knowledge up to date.
- You'll need to be working on the next thing now, to be ready for when people catch on.
- There is always room for improvement.
- Probably the first opportunity for retrospective work
Notes
- Retrospective work:
- Retrofitting older sites
- Converting old, bad digitised material into better material
It's neat. Too neat.
I know, life isn't as neat as that.
- The stages won't happen neatly for a whole organisation.
- Groups within the organisation will go through these stages.
- You'll probably be dealing with people in all stages, all the time.
Notes
- The reality is never neat; but this approach gives us a framework, a roadmap.
- It helps us grasp that we are not stuck going nowhere, even on the days when we can't see direct results.
Target groups
The people you will ultimately need to convince
- Managers
- Developers
- Training staff
- Marketing group
- Content providers
- Users
Notes
Each of these groups will have different motivations, so you'll need to approach them differently. Pitch the aspects of standards that will be most attractive to each group.
Remember that the moral highground is all very well, but it doesn't really inspire action.
Groups...
- Managers
- You need them to approve and operationalise policy
- Key motivations: saving money,
increasing productivity, meeting big picture requirements
- Developers
- You need them to actually make things happen
- They will probably have to change the way they work
- Key motivations: reduce workload, avoid repetition, elegance/neat hacks
Groups...
- Training staff
- Your trainers are your friends - they can teach the newbies the right way to do things.
- Key motivations: stable concepts (eg. semantics) which can be taught for a long time
- Marketing
- Usually set the corporate identity and content standards.
- Key motivations: make things look good, be able to change everything at the drop of a hat
Groups...
- Content providers
- They need to be educated to write/provide alternative content like transcripts,
alt text, etc.
- Be careful not to imply their content isn't wonderful
- Users
- You will need feedback
- Users really don't care about standards, so don't mention them!
Notes
These two groups are quite difficult to approach since they are extremely broad. Content Providers are likely to need Big Stick motivation unless they understand the realities of accessibility and so on. Users
General tips & observations
- Don't talk about standards much, talk about outcomes
- Show people ways to reduce work and save money
- Make things fun and as easy as possible
- Use the big stick only on people who resist all other motivations
Be prepared
- You will have to say unpopular things
- You will have to compromise sometimes
- Know your arguments and statistics!
Notes
Be prepared... literally. If you know you're likely to be grilled, brush up on some statistics. Think through the other side's concerns to understand where they're coming from. Be prepared to answer their concerns and arguments.
Unlike me, know how to pick your fights :)
Staying sane
- You are not alone, you are part of a worldwide movement!
- Try to get some allies at the start, it will help.
- When frustrated, do some reality checks:
- The process takes time
- Remember the current stage's goals
- Remind yourself of past successes
Staying sane
- Perspective:
- At work, it's not your website, even though you may feel that way.
- You may find solace in running your own website.
- If all else fails, go to the pub or tend bonsai or something... just get away from computers for a while!
Recap
- The five stages of progress for an advocate.
- It's a framework to guide progress
- Each stage has its own realistic goals
- You cannot go directly to stage five!
Notes
Let's quickly recap...
Five Stages
- Don't grind yourself into the ground trying to do everything at once.
- Don't expect the entire organisation to progress at the same rate.
- There is no silver bullet.
You know those saying about journeys of a thousand miles beginning with a single step? They're popular because they are actually true. But the steps in the middle can be just as daunting. Just keep working at the small, achievable goals and one day you'll turn around and realise just how far you've come.
Recap
- You will need to target several groups of people
- Sell the benefits your current audience values the most
- The moral highground does not motivate action
Notes
Target groups/motivations
- If the moral highground was a strong motivator on its own, charities wouldn't need to advertise. Especially in the workplace, "doing the right thing" only motivates a very small number of people.
- Remember that we are passionate, committed standards advocates; whereas most of the people we will be pitching to are committed to something else. We care, they don't. Some never will.
Recap
- Staying sane
- Be patient and realistic
- Give yourself credit for past successes
© Copyright Ben Buchanan, 2005. www.200ok.com.au